Tax Partner - High Net Worth (REMOTE)

Tax Partner - High Net Worth (REMOTE)

Tax Partner- High Net Worth (REMOTE) / $$$ / Hybrid / Equity

$200000 - $350000 per year | Tampa, FL | Remote | Permanent

A bit about us:

We are mid-sized firm seeking a dynamic and experienced Tax Partner - High Net Worth (REMOTE) to join our prestigious firm. This is a unique opportunity for a seasoned tax professional to leverage their expertise in tax accounting, tax law, tax planning, tax advisory, and tax compliance. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. This role offers a clear path to partnership and is an excellent opportunity for those looking to take their career to the next level.

Why join us?

• Partner path
• High net worth focus - average client is over $10 million in net worth
• Hybrid
• Unlimited PTO
• Paid holidays
• Medical/dental/vision
• 401K match

Job Details

Responsibilities

1. 1. Providing comprehensive tax planning and advisory services to high net worth individuals, families, and their related entities.
2. 2. Overseeing all aspects of tax compliance, including the preparation and review of tax returns and projections.
3. 3. Developing and implementing tailored tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
4. 4. Staying abreast of the latest developments in tax law and regulations to ensure compliance and provide proactive advice to clients.
5. 5. Building and maintaining strong relationships with clients, understanding their unique needs, and providing exceptional customer service.
6. 6. Collaborating with partners and other team members to ensure a coordinated and integrated approach to client service.
7. 7. Providing thought leadership and contributing to the firm’s growth and development by identifying new business opportunities and participating in marketing initiatives.
8. 8. Experience with trust, estates, wealth planning.

Qualifications

1. 1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree in Taxation or a CPA designation is highly preferred.
2. 2. A minimum of 5 years of experience in a tax role with a focus on high net worth individuals, preferably in a public accounting or law firm.
3. 3. In-depth knowledge of tax accounting, tax law, tax planning, tax advisory, and tax compliance.
4. 4. Strong analytical skills, with the ability to interpret complex tax legislation and provide practical advice to clients.
5. 5. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
6. 6. A proactive and entrepreneurial mindset, with the ability to identify and pursue new business opportunities.
7. 7. A commitment to delivering exceptional client service and contributing to the firm’s growth and success.

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